Overview
Assets Under Management: $170 million
High-Net-Worth Clients: 5
Average Client Assets: $5 million
Frequently Asked Questions
MCBRIDE FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114843), MCBRIDE FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
MCBRIDE FINANCIAL ADVISORS, LLC serves 5 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, MCBRIDE FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MCBRIDE FINANCIAL ADVISORS, LLC manages $170 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, MCBRIDE FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.29
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 498
Non-Discretionary Accounts: 498
Regulatory Filings
CRD Number: 114843
Filing ID: 1959467
Last Filing Date: 2025-03-31 16:34:00
Website: https://seanet.com